Insights | Baillie Gifford | Individual Investors

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Autumn 2021

Trust magazine.

Distrust of ESG metrics, AI health breakthroughs, comeback king stocks and more from our trusts.

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September 2021

Disrupting Disease with Artificial Intelligence.

Cancer, heart failure and Alzheimer’s could all be defeated by AI-driven treatments.

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September 2021

Investing in Climate Solutions.

How do we save a planet? Paulina Sliwinska invests in the companies tackling climate change.

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September 2021

US Growth Trust Manager Insights.

Behavioural shifts caused by Covid prompt changes to Baillie Gifford US Growth Trust’s portfolio.

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September 2021

Monks Investment Trust Manager Insights.

Monks Manager Spencer Adair looks beyond the noise of recent months to the longer term.

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September 2021

Climate-Informed Long Term Returns Expectations.

Will the climate crisis response alter asset class returns? The Multi Asset Team investigates.

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August 2021

Enlightenment.

Digitising China, lessons from Venice, picking cultural outliers, and more from our fund teams.

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August 2021

sennder: Helping Truckers Cut Costs and Carbon.

sennder’s co-founder explains how its software platform helps truckers carry fuller.

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July 2021

Baillie Gifford UK Growth Trust plc Manager Insights.

Investment manager Milena Mileva gives an update on the philosophy, positioning and activity of the Baillie Gifford UK Growth Trust portfolio.

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July 2021

Rocket Man

A trip to Mars may not be high on the average person’s to-do list, but Scottish Mortgage is prepared to embrace the radical thinkers and their companies striving to get us there.

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July 2021

Why Companies Should Embrace Chaos.

The nimblest firms are often those that don’t fight disorder but embrace it. Gary Robinson, co-manager of Baillie Gifford US Growth Trust and Baillie Gifford American Fund, takes lessons from a pioneer of controlled chaos.

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July 2021

Embracing the Extraordinary.

Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage’s managers. This short article provides an overview of this idea, and other topics discussed in a recent webinar with investment specialist Claire Shaw and Scottish Mortgage Managers James Anderson, Lawrence Burns and Tom Slater.

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July 2021

Strategy Overview.

A brief summary of Baillie Gifford’s beliefs, purpose and strategy.

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Full Year 2020

Positive Change Impact Report.

The Positive Change Team’s latest impact report, covering our activity during 2020 and plans for the years ahead.

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July 2021

The History of The Monks Investment Trust.

Born on the eve of a global depression, the trust has cultivated its instinct for growth over nine decades, always staying focused and flexible, on the right side of great global changes. Continuing our series of investment trust histories, John Newlands tells the story of Monks.

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June 2021

Clusters, Computers, and Classic Rock.

Britain is home to a cohort of successful small businesses. That makes it an ideal place to look for innovative companies that will be successful on the global stage in the coming decades, as Charlie Broughton explains.

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June 2021

Global Stewardship Fund - Manager Insights.

Client Director Amy Atack explains the purpose of the Global Stewardship Fund, before giving an update on the performance of the portfolio, as well as a summary of the three main areas in which the Global Stewardship Team see the potential for future growth.

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June 2021

Baillie Gifford Shin Nippon Investment Trust Webinar.

Praveen Kumar, manager of the Baillie Gifford Shin Nippon Investment Trust, discusses how to approach high-growth investing in a country that has a low-growth economy, the economy in question being that of Japan. Praveen explains that as fundamentally bottom-up, long-term stock pickers, we try to ignore short-term trends and predictions, and focus on finding smaller cap Japanese companies with huge potential over the long term.

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June 2021

Scottish Mortgage Investment Trust AGM: Manager Insights - Tom Slater.

In this AGM film, Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the lessons learnt from the Covid-19 pandemic, and looks to the areas where we have seen, and could continue to see, growth opportunities arising.

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June 2021

Scottish Mortgage Investment Trust AGM: Manager Insights - James Anderson.

In this AGM film, James Anderson, co-manager of the Scottish Mortgage Investment Trust, reflects on the biggest lessons he has learnt during his time managing the trust.

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June 2021

Scottish Mortgage Investment Trust AGM: Manager Insights - Lawrence Burns.

In this AGM film, Lawrence Burns, deputy manager of the Scottish Mortgage Investment Trust, explains that success will be determined by the deep underlying structural changes going on in our world, the brilliance of business models, and the vision of their founders, rather than economic cycles, sector rotations and interest rates. He then goes on to discuss the areas where he believes this success could occur.

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June 2021

In Conversation with Tom Slater.

Tom Slater, co-manager of the Scottish Mortgage Investment Trust, discusses the areas in which he sees potential for exponential growth. Tom discusses the companies in the portfolio that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy, making it clear there is no shortage of exciting growth opportunities. Tom then goes on to answer questions from the audience.

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June 2021

Embracing the Extraordinary: In Conversation with the Scottish Mortgage Managers.

Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers. With no shortage of exciting growth opportunities, the Scottish Mortgage managers discuss the potential for exponential growth in the future. Join them as they look to companies that are helping to facilitate a post-carbon world, revolutionising healthcare, and accelerating the ongoing digitalisation of the economy.

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June 2021

The History of Keystone Positive Change Investment Trust.

What connects the feared and respected City baron Sir Siegmund Warburg with a trust promoting a more sustainable, inclusive world? Historian John Newlands continues our series on the history of the investment trusts managed by Baillie Gifford.

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June 2021

Baillie Gifford China Growth Trust Manager Insights.

Sophie Earnshaw, co-manager of the Baillie Gifford China Growth Trust, gives an update on the philosophy, positioning and performance of the portfolio since Baillie Gifford took over management of the trust in September 2020.

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May 2021

Managed Expectations.

Lucy Haddow addresses two recurring questions playing on the minds of Managed Fund clients.

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May 2021

Positive Change – It’s Not Obvious.

Positive Change invests in businesses that can help solve global challenges. But, as Kate Fox explains, the impact that some of the most influential companies have on daily lives is hidden from view.

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May 2021

Enlightenment.

Featuring the news and views of the teams involved in running our funds.

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May 2021

The History of Baillie Gifford China Growth Trust.

In our special series on the histories of investment trusts managed by Baillie Gifford, John Newlands looks back at the Edwardian origins of the China-focused trust.

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May 2021

The Responsible Approach to ESG Investing.

Is our approach to environmental, social and governance (ESG) issues doing more harm than good? Stuart Dunbar, partner at Baillie Gifford, calls for investors to stop counting and start thinking.